Функції управління проектом

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<li><a class="dropdown-item" href="/uk_UA/app/whatsapp">WhatsApp</a></li> </ul> </div> </div> </div> <span class="o_store_link d-md-flex justify-content-md-center"> <a class="mx-md-3 px-3 dropdown-item" href="https://apps.odoo.com/apps/modules"><i class="fa fa-cube fa-fw me-2"></i>Сторонні модулі</a> <a class="mx-md-3 px-3 dropdown-item" href="/uk_UA/app/studio"><i class="fa fa-pencil fa-fw me-2"></i>Odoo Studio</a> <a href="https://www.odoo.sh" class="mx-md-3 px-3"><i class="fa fa-cloud fa-fw me-2"></i>Платформа Odoo Cloud</a> </span> </div> </li> <span class="border-end border-default me-lg-2 d-none d-md-inline"></span> <li role="presentation" class="nav-item"> <a role="menuitem" href="/uk_UA/app/project" class="nav-link "> <span>Загальний огляд</span> </a> </li> <li role="presentation" class="nav-item"> <a role="menuitem" href="/uk_UA/app/project-features" class="nav-link active"> <span>Функції</span> </a> </li> </ul> </div> </header> <main> <div id="wrap" class="oe_structure"> <section class="s_affix"> <div class="container"> <div class="row"> <div class="col-lg-3 d-print-none d-none d-lg-block" role="complementary"> <nav id="features_affix"></nav> </div> <div class="col-lg-9" role="main"> <section> <h2>Загальний огляд</h2> <div class="row"> <div class="col-md-6"> <h4>Intuitive user interface</h4> <p>Handle your projects in a user-oriented interface designed for modern project management.</p> </div> <div class="col-md-6"> <h4>Project management tools</h4> <p>Tailor each project to your needs using stages, property fields, and tags, and set up priorities and color codes.</p> </div> <div class="col-md-6"> <h4>Property fields</h4> <p>Customize your tasks by adding new fields with extra information.</p> </div> <div class="col-md-6"> <h4>Кілька проектів</h4> <p>Працюйте на одному або кількох проектах одночасно. Виконуйте багатопрофільний аналіз та пошуки.</p> </div> <div class="col-md-6"> <h4>Automated actions</h4> <p>Set automated actions to trigger changes based on user actions or a predefined frequency. Different automated actions are possible, such as creating or updating records, assigning tasks to specific users, sending emails or SMS, scheduling activities, …</p> </div> <div class="col-md-6"> <h4>Mobile app</h4> <p>Track projects and tasks easily on the move. Stay connected, always.</p> </div> </div> </section> <section> <h2>Views</h2> <div class="row"> <div class="col-md-6"> <h4>Перегляд на великому екрані</h4> <p>Оптимізований перегляд для великих екранів із прокручуваним чаттером праворуч.</p> </div> <div class="col-md-6"> <h4>Перегляд календаря</h4> <p>Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.</p> </div> <div class="col-md-6"> <h4>Перегляд Канбану</h4> <p>Overlook all your project with a visual dashboard. Drag and drop tasks between stages. A progress bar shows the status of each task. Filter and group tasks by stages, assignees, deadlines, keywords, and more.</p> </div> <div class="col-md-6"> <h4>Gantt view</h4> <p>Manage tasks on a timeline and track deadlines, progress, and task dependencies. Forecasts projects and resources easily, taking employee holidays into account. Compare the planned and effective hours. Allocate resources and use drag and drop to update the tasks.</p> </div> <div class="col-md-6"> <h4>List view</h4> <p>Group, filter, and analyze your tasks using the list view. Select several projects to edit fields in batch or to perform batch actions such as export, archive, delete, share project, send email, send sms. Export or import the tasks to a spreadsheet to analyze your data.</p> </div> </div> </section> <section> <h2>Завдання</h2> <div class="row"> <div class="col-md-6"> <h4>Мульти-канали</h4> <p>Create your tasks manually, or automate the process using email aliases, web forms, or batch imports.</p> </div> <div class="col-md-6"> <h4>Assign tasks</h4> <p>Choose the responsible person for a task and add followers that are notified of any changes in the task.</p> </div> <div class="col-md-6"> <h4>Rich text editor</h4> <p>Include headlines, links, media, and to-do lists in task descriptions. Collaborate virtually and increase your productivity.</p> </div> <div class="col-md-6"> <h4>Sub-tasks</h4> <p>Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.</p> </div> <div class="col-md-6"> <h4>Recurring tasks</h4> <p>Simplify your workflows by creating daily, weekly or monthly recurring tasks. Get ahead of the planning of your reccuring tasks: a new task is immediately created once the previous one is marked as done.</p> </div> <div class="col-md-6"> <h4>Залежності</h4> <p>Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.</p> </div> <div class="col-md-6"> <h4>Milestones</h4> <p>Use milestones to track major progress points that must be reached to achieve success.</p> </div> <div class="col-md-6"> <h4>Batch actions</h4> <p>Use the List view to perform actions on multiple tasks with just one click.</p> </div> <div class="col-md-6"> <h4>Convert task to ticket</h4> <p>Change your task into a support ticket in just a few click.</p> </div> <div class="col-md-6"> <h4>Archive tasks</h4> <p>Archive finished tasks and have a view of the ones you still need to work on.</p> </div> <div class="col-md-6"> <h4>My tasks view</h4> <p>Follow your ongoing tasks across multiple projects in one view. You can create private tasks and even a personal pipeline with private stages to stay organized.</p> </div> <div class="col-md-6"> <h4>Text shortcut</h4> <p>When creating a new task from the kanban view, configure it instantly using text shortcuts: set tags, assign users, allocate hours, and set it to high priority directly without opening the form view.</p> </div> </div> </section> <section> <h2>Зв'язок</h2> <div class="row"> <div class="col-md-6"> <h4>Chatter</h4> <p>Centralize all actions in a single activity log: calls, emails, meetings, reminders, and work notes are all tracked in the task. Tag colleagues, message clients, add media files and reactions.</p> </div> <div class="col-md-6"> <h4>Email integration</h4> <p>Communicate with your customers by email. Everything is automatically attached to the task for full visibility.</p> </div> <div class="col-md-6"> <h4>Email and SMS templates</h4> <p>Use templates to send automatic messages on different stages: confirmations, customer satisfaction surveys, notifications, and more.</p> </div> <div class="col-md-6"> <h4>Вдоволення клієнтів</h4> <p>Use the customer satisfaction rating survey to get feedback. Analyze overall rating by project to improve your processes.</p> </div> <div class="col-md-6"> <h4>Visibility levels</h4> <p>Share your project with external and internal users, allowing them view only or edit access. Add and remove colleagues from followers list, keeping everyone in the loop at all times.</p> </div> <div class="col-md-6"> <h4>IP-телефонія</h4> <p>Make phone calls directly from the interface.</p> </div> <div class="col-md-6"> <h4>Custom alerts</h4> <p>Слідкуйте за завданнями лише в один клік та отримуйте сповіщення на основі відповідних дій.</p> </div> <div class="col-md-6"> <h4>Chat with users</h4> <p>You can chat from a task with other users to get real-time answers to your questions. Add multiple users to a conversation to create a group chat.</p> </div> <div class="col-md-6"> <h4>Real-time collaboration</h4> <p>Collaborate on tasks with several colleagues on the same content, at the same time, thanks to Odoo native HTML editor.</p> </div> <div class="col-md-6"> <h4>Портал клієнта</h4> <p>Користувачі порталу можуть мати доступ до завдань та спілкуватися щодо них, усе в одному місці.</p> </div> </div> </section> <section> <h2>Виставлення рахунку</h2> <div class="row"> <div class="col-md-6"> <h4>Розрахунок</h4> <p>Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.</p> </div> <div class="col-md-6"> <h4>Invoicing policy</h4> <p>Вирішіть, коли за табелем виставляється рахунок: ніколи (внутрішній проект або проект із фіксованою ціною), під час створення чи під час перевірки.</p> </div> <div class="col-md-6"> <h4>Project creation from Sales order</h4> <p>Easily create a project or task from a sales order and streamline processes between teams.</p> </div> <div class="col-md-6"> <h4>Sales Order creation from Project</h4> <p>Create a Sales Order directly from projects or tasks and make the invoicing much smoother.</p> </div> </div> </section> <section> <h2>Звітування</h2> <div class="row"> <div class="col-md-6"> <h4>Project Updates</h4> <p>Generate project status reports in a couple of clicks and get an overview of your project's profitability.</p> </div> <div class="col-md-6"> <h4>Budget management</h4> <p>Compare expected and actual revenues and costs for your project..</p> </div> <div class="col-md-6"> <h4>Аналіз завдань</h4> <p>Отримуйте статистику про свої завдання, щоби проаналізувати ефективність ваших проектів.</p> </div> <div class="col-md-6"> <h4>Burndown chart</h4> <p>Make sure your project is on track and check the project progress.</p> </div> <div class="col-md-6"> <h4>Time tracking</h4> <p>Track the expected and effective hours to forecast future workload.</p> </div> <div class="col-md-6"> <h4>Graph View</h4> <p>Get graph charts to analyze the progress of your tasks: by stage, assignee, tag, project, and more.</p> </div> <div class="col-md-6"> <h4>Pivot View</h4> <p>Використовуйте зведену таблицю завдань для глибокого статистичного аналізу ефективності ваших проектів.</p> </div> <div class="col-md-6"> <h4>Панель приладів</h4> <p>Використовуйте попередньо визначені інформаційні панелі або створюйте власні з використанням передового двигуна звітування. Діліться фільтрами з командою.</p> </div> </div> </section> <section> <h2>Інтеграції</h2> <div class="row"> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/sale_timesheet/static/description/icon.svg" alt="Odoo Табелі продажів icon" loading="lazy"/> <h5 class="my-0">Табелі продажів</h5> </div> <p class="my-3">Track time spent on projects and tasks using the timesheet app.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/timesheet">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/sale/static/description/icon.svg" alt="Odoo Продажі icon" loading="lazy"/> <h5 class="my-0">Продажі</h5> </div> <p class="my-3">Set up rules to automate project or task creation.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/sales">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/industry_fsm/static/description/icon.svg" alt="Odoo Виїзне обслуговування icon" loading="lazy"/> <h5 class="my-0">Виїзне обслуговування</h5> </div> <p class="my-3">Manage onsite interventions in a dedicated project.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/field-service">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/planning/static/description/icon.svg" alt="Odoo Планування icon" loading="lazy"/> <h5 class="my-0">Планування</h5> </div> <p class="my-3">Plan resource allocation across projects.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/planning">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/hr_expense/static/description/icon.svg" alt="Odoo Витрати icon" loading="lazy"/> <h5 class="my-0">Витрати</h5> </div> <p class="my-3">Track the expenses linked to your project and reinvoice expenses on projects in batches.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/expenses">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/helpdesk/static/description/icon.svg" alt="Odoo Служба підтримки icon" loading="lazy"/> <h5 class="my-0">Служба підтримки</h5> </div> <p class="my-3">Convert your project tasks into tickets and vice versa.</p> <a class="stretched-link mt-auto" href="/uk_UA/app/helpdesk">Discover ⟶</a> </div> </div> </div> </section> </div> </div> </div> </section> </div> <div id="o_shared_blocks" class="oe_unremovable"></div> </main> <footer id="bottom" data-anchor="true" data-name="Footer" class="o_footer o_colored_level o_cc o_footer_slideout"> <div id="footer" class="container o_not_editable "> <span class="o_logo o_logo_inverse d-block mx-auto o_footer_logo my-5"></span> <div class="row"> <div class="col-12 col-lg-7 col-xl-6"> <div class="row"> <div class="col-12 col-md-4 mb-3 mb-md-0"> <div class="row"> <div class="col-6 col-md-12"> <span 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